PR · 47 firms
Institutional Advisors in PR
Advisers managing assets for institutions, endowments, and corporations. Browse 47 advisers in PR matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Institutional firms in PR
MAWER INVESTMENT MANAGEMENT LTD.
Calgary, Alberta, PR
AUM
$40.94B
Team
87 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
403-262-4673
CATALYST CAPITAL ADVISORS LLC
San Juan, PR
AUM
$10.30B
Team
8 advisors
Clients
0
Fees
Percentage of AUM
6467578387
APPLIED FINANCE CAPITAL MANAGEMENT, LLC
San Juan, PR
AUM
$4.44B
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
800-673-0400
POPULAR ASSET MANAGEMENT
San Juan, PR
AUM
$3.71B
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
787-754-4488
POPULAR SECURITIES, LLC
Hato Rey, PR
AUM
$2.62B
Team
45 advisors
Clients
51-100
Fees
Percentage of AUM; 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES
787-758-7400
RATIONAL ADVISORS, INC.
San Juan, PR
AUM
$2.56B
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6467578387
SWAN GLOBAL MANAGEMENT
Humacao, PR
AUM
$2.39B
Team
3 advisors
Clients
—
Fees
Percentage of AUM
970-382-9055
TROLUCE CAPITAL ADVISORS LLC
Dorado, PR
AUM
$2.24B
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-347-8801
EURO PACIFIC ASSET MANAGEMENT, LLC
Dorado, PR
AUM
$2.18B
Team
5 advisors
Clients
—
Fees
Percentage of AUM
1-866-878-2881
UBS ASSET MANAGERS OF PUERTO RICO
San Juan, PR
AUM
$1.38B
Team
6 advisors
Clients
—
Fees
Percentage of AUM
787-773-3888
AUM
$1.28B
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6466193629
FREEDOM ADVISORY
Guaynabo, PR
AUM
$880.6M
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
787-792-3000
X-SQUARE CAPITAL
Guaynabo, PR
AUM
$790.9M
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
787-282-1621
ATLAS ASSET MANAGEMENT LLC
Guaynabo, PR
AUM
$700.6M
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
787 781-1301
ATON FINANCIAL LLC
San Juan, PR
AUM
$600.9M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
787-725-6070
CELERES CAPITAL ADVISORS, LLC
San Juan, PR
AUM
$534.8M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
646-481-0469
CONSULTIVA WEALTH MANAGEMENT, CORP.
San Juan, PR
AUM
$532.7M
Team
18 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
787-763-5868
TC LATIN AMERICA PARTNERS LLC
San Juan, PR
AUM
$529.7M
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-289-3310
ALPHACENTRIC ADVISORS LLC
San Juan, PR
AUM
$433.1M
Team
7 advisors
Clients
0
Fees
Percentage of AUM
6467578387
GAMMA ASSET MANAGEMENT LLC
San Juan, PR
AUM
$424.8M
Team
8 advisors
Clients
—
Fees
Percentage of AUM
787-957-3260
ORIENTAL FINANCIAL SERVICES LLC
San Juan, PR
AUM
$419.6M
Team
11 advisors
Clients
0
Fees
Percentage of AUM
787-474-1993
THOMAS WRIGHT ASSET MANAGEMENT, INC.
San Juan, PR
AUM
$341.3M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
843-971-4265
UNIVERSAL FINANCIAL SERVICES INC.
Guaynabo, PR
AUM
$324.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(787) 706-7095
ORIENTAL TRUST
San Juan, PR
AUM
$322.6M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
787-771-6800
177 total advisers in PR. Browse all PR advisors